-60.9%
ADBE vs CAKE
+157.8%
-218.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.2% | +1.0% |
| 7D | -5.4% | -4.5% | -0.8% | -4.3% |
| 30D | -2.5% | -12.4% | +9.9% | +0.4% |
| 3M | +15.3% | +37.3% | -22.1% | +5.9% |
| 6M | -7.8% | +70.7% | -78.6% | -20.5% |
| YTD | -27.9% | +106.0% | -133.9% | -41.3% |
| 1Y | -28.0% | +79.7% | -107.7% | -39.3% |
| 3Y | -55.3% | +267.8% | -323.1% | -70.2% |
| All | -60.9% | +157.8% | -218.7% | -73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling